Mather Group’s Willis Towers Watson WTW Stock Holding History

Mather Group’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$174K	Sell	598 -35	-6%	-$10.7K	﹤0.01%	765
2025 Q4	$208K	Buy	633 +7	+1%	+$2.29K	﹤0.01%	618
2025 Q3	$216K	Buy	+626	New	+$203K	﹤0.01%	605
2025 Q2	–	Sell	-718	Closed	-$243K	–	1737
2025 Q1	$243K	Buy	718 +42	+6%	+$13.7K	﹤0.01%	538
2024 Q4	$212K	Buy	676 +68	+11%	+$20.9K	﹤0.01%	548
2024 Q3	$179K	Buy	608 +77	+15%	+$21.5K	﹤0.01%	610
2024 Q2	$146K	Buy	531 +36	+7%	+$9.29K	﹤0.01%	697
2024 Q1	$119K	Buy	+495	New	+$130K	﹤0.01%	660
2022 Q1	–	Sell	-864	Closed	-$205K	–	475
2021 Q4	$205K	Buy	+864	New	+$204K	﹤0.01%	380

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's WTW Position: Q1 2026 in Review

Mather Group reduced its Willis Towers Watson (WTW) stake by 5.5% in Q1 2026, selling an estimated $10.7K and leaving 598 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Mather Group first reported a position in WTW in Q4 2021 and has held it in 9 quarters since. The position peaked at $243K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Mather Group held 598 shares of Willis Towers Watson worth $174K as of Q1 2026.
Mather Group sold 35 Willis Towers Watson shares in Q1 2026, an estimated $10.7K.
Willis Towers Watson made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #765 holding.
Mather Group first reported a position in Willis Towers Watson in Q4 2021 and has held it in 9 quarters since.
Mather Group's Willis Towers Watson position peaked at $243K in Q1 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.